Schneider National, Inc. vs TFI INTERNATIONAL INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Schneider National and TFI International both blend truckload with logistics, but TFI adds an LTL line and earns more for it. TFI's 11.6% return on equity more than triples Schneider's 3.24%, and its 3.94% net margin runs above Schneider's 1.73%. TFI trades cheaper on earnings, 38.64 times against 64.75, though richer on book, 4.48 against Schneider's 2.11. Their free cash yields sit close, 5.87% for TFI and 5.65% for Schneider. Schneider pays a 1.05% dividend and holds 0.13 debt-to-equity, while TFI carries no net debt. At $12.0B, TFI is nearly double Schneider's $6.4B.
Comparison updated 2026-07-11.
| Metric | SNDR | TFII |
|---|---|---|
| Price | $36.37 | $147.41 |
| Market cap | $6.4B | $12.2B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +11.2% | — |
| P/E | 65.0 | 39.4 |
| P/B | 2.12 | 4.57 |
| P/S | 1.13 | 1.55 |
| EV/EBITDA | 10.8 | 10.2 |
| Revenue growth | +5.6% | +3.2% |
| Operating margin | 2.4% | 7.2% |
| Net margin | 1.7% | 3.9% |
| Return on equity | 3.2% | 11.6% |
| Return on assets | 2.0% | 4.1% |
| Return on invested capital | 3.5% | 16.2% |
| FCF yield | 5.6% | 5.8% |
| Dividend yield | 1.0% | — |
| Debt / equity | 0.13 | 0.00 |
| Current ratio | 1.95 | 1.03 |
| Altman Z (solvency) | 3.78 | 3.16 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.